ccrs batch claim - pmi · the ccrs batch claim feature allows providers of credential maintenance...

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Table of Contents Table of Contents ................................................................................ 2

Introduction to CCRS Batch Claims .................................................... 3

Audience and Prerequisites ................................................................................................. 3

Frequently Asked Questions ............................................................................................... 3

How to Access CCRS ......................................................................................................... 4

Revision History ................................................................................................................. 4

How to Submit Batch Claims ............................................................... 5

Create a New Batch Claim .................................................................................................. 5

Step 1: Select the Category, Activity and Event ................................................................. 6

Step 2: Select Start and End Dates, Assign PDUs .............................................................. 7

Step 3: Upload Activity Participants ................................................................................... 8

Sample .CSV File.......................................................................................................... 9

Browse and Upload File................................................................................................ 9

Confirm Attendee Roster and Submit the Batch ............................................................... 10

View your Batch PDU Claims Queue .............................................................................. 13

Tips and Troubleshooting .................................................................. 14

.CSV File Import Preparation Tips ................................................................................... 14

Batch Upload Errors ......................................................................................................... 14

.CSV File Errors.......................................................................................................... 14

Credential Holder Database Match Errors .................................................................. 15

Frequently Asked Questions about Errors ........................................................................ 15

Provider User Guide ......................................................................................................... 16

How to Contact PMI Customer Care ................................................................................ 17

CCRS Batch Claims Provider User Guide 3 IT.2011-015.1 21 July 2011 ©2011 Project Management Institute, Inc. All rights reserved.

Introduction to CCRS Batch Claims PMI credential holders use the Continuing Certification Requirements System (CCRS) to report Professional Development Unit (PDU) claims online. The CCRS batch claim feature allows providers of credential maintenance activities (Registered Education Providers or R.E.P.s and Components) to add value and convenience to the credential maintenance experience.

Audience and Prerequisites This quick reference guide applies to all PMI providers (Registered Education Providers or R.E.P.s) and internal PMI Global Operations Center (GOC) staff who support CCRS.

Frequently Asked Questions What is the CCRS Batch Claims Enhancement?

The CCRS batch claims enhancement is a business capability that allows PMI Registered Education Providers (R.E.P.s), chapter leaders and volunteer leaders to upload professional development unit (PDU) claims in groups or batches.

Who can use the CCRS Batch Claim Feature?

CCRS users with provider permissions can use the batch claims feature to submit multiple claims quickly CCRS. For example, an R.E.P. can now upload PDU claims for all credential holders attending an event in a batch instead of searching for each credential holder and submitting the claim individually.

Will credential holders see the option to upload batch claims?

No, credential holders will not see the batch claim feature in CCRS. Only CCRS users with provider permissions will see this new feature.

If a credential holder is part of a batch claim, when should he or she expect PDU claims appear to on the transcript?

PMI CCR processing has a three-business day turnaround time to approve batch claims. PDUs will appear on a credential holder’s transcript when the PMI CCR team approves the batch. While all credential holders included in the batch will receive notification at the same time, each will receive an individual notification.

Are there any limits to the PDU categories that can be claimed in batches?

Only PDU categories A, A1 and B can use the batch claim feature at this time. Category E (item writing PDU claims) cannot use the batch claim feature at this time.

Can a provider upload claims from a spreadsheet?

Yes, the batch claim feature can accept claims in comma separated value (.CSV) file format. PMI recommends first saving the claim spreadsheet in .CSV file format and then importing the .CSV file to CCRS.


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ccrs batch claim - pmi · the ccrs batch claim feature allows providers of credential maintenance...

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